See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,422 | $202,318-61.2% | $172,739-54.6% | $152,861-48.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.52% | 1029.65%-1016.1pp | 802.84%-789.3pp | 345.32%-331.8pp |
| Employer contribution / active EE | $4,658 | $5,856-20.5% | $5,143-9.4% | $4,762-2.2% |
| Participant deferral / active EE | $10,286 | $5,948+72.9% | $5,198+97.9% | $5,850+75.8% |
| Admin fee / account holder | $1,051 | $17,109-93.9% | $13,954-92.5% | $11,596-90.9% |